Gujarat Gas Ltd to host analyst meet on June 25

0 min read     Updated on 23 Jun 2026, 02:40 AM
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Gujarat Gas Ltd announced that its officials will participate in a virtual group meeting with analysts and institutional investors on June 25, 2026, at 05:00 PM IST. Organized by DAM Capital, the meeting will rely on publicly available information and will not disclose any unpublished price sensitive information. The disclosure was made to BSE and NSE under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

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Officials from Gujarat Gas Ltd are scheduled to participate in a group meeting with analysts and institutional investors on June 25, 2026. The virtual session, organized by DAM Capital, is set to commence at 05:00 PM IST. This engagement provides a platform for the company's management to interact with the investor community.

The meeting will focus on discussions based on publicly available information. The company explicitly stated that no unpublished price sensitive information will be disclosed during the session. This ensures compliance with regulatory standards regarding fair disclosure.

Meeting Details

The following table outlines the specific schedule and participant details for the upcoming interaction:

Day and Date Participant Type of Meet Mode Time
Thursday, 25 June 2026 Meeting with group of Analyst / Fund houses / Institutional Investors Group Meeting Virtual 05:00 P.M.

The disclosure was made to the exchanges pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company noted that the schedule is subject to change.

What key performance indicators or strategic updates is Gujarat Gas likely to emphasize during the meeting?

How might the outcomes of this meeting influence investor sentiment towards Gujarat Gas in the short term?

What are the potential market reactions if the company hints at future growth or challenges without disclosing sensitive information?

Gujarat Energy reports FY26 EBITDA of ₹3,772 crore

2 min read     Updated on 06 Jun 2026, 04:21 PM
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Gujarat Energy Limited reported a 16% year-on-year increase in EBITDA to ₹3,772 crores for FY26, with a PAT of ₹2,299 crores. The company announced a dividend of ₹8.90 per share and detailed the completion of its merger with GSPC, GSPL, and GSPC Energy, effective May 1, 2026, alongside a name change to Gujarat Energy Limited. Operational highlights included record CNG sales and robust growth in the gas trading segment.

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Gujarat Energy Limited reported its financial results for Q4 and FY26 on June 1, 2026, detailing the first consolidated performance following the amalgamation of GSPC, GSPL, and GSPC Energy. The company, formerly known as Gujarat Gas Limited, recorded an EBITDA of ₹943 crores in Q4 FY26, up from ₹790 crores in the corresponding quarter of the previous year. For the full year FY26, EBITDA stood at ₹3,772 crores compared to ₹3,241 crores in the previous year. Profit After Tax (PAT) for the full year was ₹2,299 crores. The Board of Directors has recommended a dividend of ₹8.90 per share, equivalent to 445% of face value, with a total outgo of approximately ₹835 crores.

Scheme of Arrangement Status

The corporate restructuring involving the amalgamation of GSPC, GSPL, and GSPC Energy into Gujarat Gas Limited received final approval from the Ministry of Corporate Affairs on April 17, 2026. The scheme was made effective from May 1, 2026, coinciding with the Gujarat State Foundation Day. Consequently, Gujarat Gas Limited was renamed to Gujarat Energy Limited effective May 14, 2026. The appointed date for the merger was April 1, 2024, while the demerger of the gas transmission business into GSPL Transmission Limited (GTL) was effective from April 1, 2025. The record date for the issuance of shares to shareholders of GSPC and GSPL was May 12, 2026, with allotment completed on May 16, 2026. Listing and trading permissions for the new shares are expected shortly.

Operational Performance

Gujarat Energy described itself as an integrated natural gas company with four major business segments: City Gas Distribution (CGD), gas trading, exploration and production, and wind power generation. The CGD segment achieved its highest-ever CNG volume of 3.6 mmscmd during Q4 FY26, representing a 12% year-on-year growth. The CNG vehicle base reached approximately 17.68 lakh as of March 2026. The company added approximately 43,000 new domestic PNG customers in Q4 FY26, bringing the cumulative base to over 24.18 lakh. In the PNG Industrial segment, sales volume was 4.19 mmscmd in Q4 FY26, with the Morbi ceramic cluster being the largest partner. Volumes in Morbi reached approximately 8 mmscmd by the last week of May 2026.

Gas Trading and Financials

The Gas Trading segment reported earnings before tax of ₹1,334.61 crores in FY26, up from ₹1,222 crores in FY25. Gas trading volume for FY26 stood at 10.2 mmcmd, net of intersegment sales. The company has access to long-term LNG supplies aggregating to approximately 2.96 MTPA and signed new SPAs aggregating to up to 1.36 MTPA during the year. Earnings Per Share (EPS) for FY26 were calculated based on an expanded equity base of 93.82 crore shares. The financials for FY24 and FY25 have been reinstated to reflect the effects of the scheme, though comparatives are not like-for-like due to the demerger of the transmission business.

Segmental EBITDA

The company provided a breakdown of EBITDA for FY26 across its segments. The Gas Trading business contributed approximately ₹1,300 crores, while the CGD segment contributed approximately ₹1,900 crores. The Exploration and Production segment reported an EBITDA of ₹29 crores, and the Renewables segment reported ₹46 crores.

How will the integration of exploration and production capabilities impact Gujarat Energy's long-term gas procurement costs?

What is the projected timeline for listing and trading of the newly allotted shares following the merger?

How will the company utilize its increased LNG supply capacity to support the rising demand from the Morbi ceramic cluster?

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